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WealthCollab’s National Beverage FIZZ Stock Holding History

WealthCollab’s Portfolio FIZZ Stock Details FIZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5K Sell
592
-492
-45% -$17.1K 0.01% 437
2026
Q1 		$36.5K Sell
1,084
-212
-16% -$7.35K 0.02% 259
2025
Q4 		$41.3K Buy
1,296
+1,081
+503% +$37.2K 0.02% 248
2025
Q3 		$7.94K Hold
215
– – ﹤0.01% 580
2025
Q2 		$9.3K Buy
215
+193
+877% +$8.49K 0.01% 507
2025
Q1 		$914 Sell
22
-14
-39% -$577 ﹤0.01% 848
2024
Q4 		$1.54K Hold
36
– – ﹤0.01% 794
2024
Q3 		$1.69K Sell
36
-18
-33% -$854 ﹤0.01% 793
2024
Q2 		$2.77K Buy
54
+13
+32% +$608 ﹤0.01% 705
2024
Q1 		$1.95K Buy
41
+18
+78% +$880 ﹤0.01% 749
2023
Q4 		$1.14K Buy
+23
New +$1.1K ﹤0.01% 804

Other funds holding FIZZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthCollab's FIZZ Position: Q2 2026 in Review

WealthCollab reduced its National Beverage (FIZZ) stake by 45% in Q2 2026, selling an estimated $17.1K and leaving 592 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #437.

WealthCollab first reported a position in FIZZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.3K in Q4 2025. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • WealthCollab held 592 shares of National Beverage worth $18.5K as of Q2 2026.
  • WealthCollab sold 492 National Beverage shares in Q2 2026, an estimated $17.1K.
  • National Beverage made up 0.01% of WealthCollab's portfolio in Q2 2026, its #437 holding.
  • WealthCollab first reported a position in National Beverage in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's National Beverage position peaked at $41.3K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.